Berger Financial Group’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,192
| Closed | -$239K | – | 424 |
|
|
2024
Q4 | $239K | Buy |
11,192
+11
| +0.1% | +$235 | 0.02% | 364 |
|
|
2024
Q3 | $229K | Sell |
11,181
-141
| -1% | -$2.89K | 0.02% | 356 |
|
|
2024
Q2 | $240K | Sell |
11,322
-391
| -3% | -$8.28K | 0.02% | 328 |
|
|
2024
Q1 | $208K | Sell |
11,713
-273,226
| -96% | -$4.84M | 0.02% | 351 |
|
|
2023
Q4 | $4.84M | Sell |
284,939
-3,358
| -1% | -$57K | 0.5% | 60 |
|
|
2023
Q3 | $5.01M | Buy |
288,297
+3,477
| +1% | +$60.4K | 0.58% | 45 |
|
|
2023
Q2 | $4.78M | Sell |
284,820
-6,892
| -2% | -$116K | 0.54% | 47 |
|
|
2023
Q1 | $4.65M | Sell |
291,712
-13,481
| -4% | -$215K | 0.56% | 54 |
|
|
2022
Q4 | $4.87M | Buy |
305,193
+10,545
| +4% | +$168K | 0.64% | 48 |
|
|
2022
Q3 | $3.53M | Buy |
+294,648
| New | +$3.53M | 0.52% | 59 |
|